Field Notes ยท

Related-party balances that trip Taiwan audits

Why related-party disclosures and supporting agreements need early attention in financial statement audits.

Close-up of signed contracts and a fountain pen

Related-party transactions are not inherently improper. Undocumented ones are what slow audits.

Start with a complete map

List entities under common control, key management, and family-owned affiliates that trade with the company. Incomplete maps force auditors to rediscover relationships through bank statements and shipping records.

Match contracts to ledger trails

Transfer pricing memos, loan agreements, and guarantee letters should sit beside the balances they explain. Oral understandings between siblings who co-own companies do not read well in a working paper.

Disclose early in draft statements

Waiting until the final week to draft related-party notes guarantees last-minute edits. Build the note while the trial balance is still flexible.